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GLOBALT Investments’s Zoom ZM Stock Holding History

GLOBALT Investments’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Sell
7,757
-2,471
-24% -$234K 0.02% 168
2026
Q1 		$822K Buy
+10,228
New +$857K 0.03% 153

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

GLOBALT Investments's ZM Position: Q2 2026 in Review

GLOBALT Investments reduced its Zoom (ZM) stake by 24% in Q2 2026, selling an estimated $234K and leaving 7,757 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #168.

GLOBALT Investments first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. The position peaked at $822K in Q1 2026. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • GLOBALT Investments held 7,757 shares of Zoom worth $670K as of Q2 2026.
  • GLOBALT Investments sold 2,471 Zoom shares in Q2 2026, an estimated $234K.
  • Zoom made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #168 holding.
  • GLOBALT Investments first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
  • GLOBALT Investments's Zoom position peaked at $822K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.